Notify me when Legacy Capital Wealth Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 376 | $454,249,108 | +$21,779,070 | -$32,848,124 | -$11,069,054 | WMT, JBHT, TSLA, RDVY, GAP | 13F-HR | 16 Jan 2026, 09:02 |
| Q3 2025 | 378 | $451,292,064 | +$26,530,933 | -$25,781,425 | +$749,508 | WMT, JBHT, TSLA, RDVY, IVV | 13F-HR | 13 Nov 2025, 12:22 |
| Q2 2025 | 366 | $430,068,615 | +$63,610,781 | -$42,157,883 | +$21,452,898 | WMT, JBHT, GAP, TSLA, RDVY | 13F-HR | 13 Aug 2025, 10:18 |
| Q1 2025 | 351 | $389,593,792 | +$54,169,109 | -$40,304,734 | +$13,864,375 | WMT, JBHT, GAP, SPDN, RDVY | 13F-HR | 02 May 2025, 14:04 |
| Q4 2024 | 337 | $384,521,579 | +$32,949,256 | -$131,191,654 | -$98,242,398 | WMT, JBHT, RDVY, PKW, RWL | 13F-HR | 30 Jan 2025, 15:04 |
| Q3 2024 | 357 | $475,769,762 | +$124,543,180 | -$31,444,896 | +$93,098,284 | WMT, JBHT, GAP, NVDA, RDVY | 13F-HR | 04 Nov 2024, 08:53 |
| Q2 2024 | 298 | $392,587,382 | +$331,791,428 | -$101,101,065 | +$230,690,363 | WMT, GPS, JBHT, SPY, RDVY | 13F-HR | 01 Aug 2024, 18:45 |
| Q1 2024 | 112 | $100,235,175 | +$87,301,278 | -$286,684,356 | -$199,383,078 | AMLP, SO, DUK, AEP, MAA | 13F-HR | 10 May 2024, 10:17 |
| Q4 2023 | 283 | $352,923,307 | +$42,677,633 | -$82,371,093 | -$39,693,460 | WMT, SPY, IJR, RDVY, PKW | 13F-HR | 05 Feb 2024, 12:13 |
| Q3 2023 | 281 | $364,406,848 | +$269,514,682 | -$23,201,129 | +$246,313,553 | JBHT, WMT, SPY, IJR, ACWV | 13F-HR | 16 Oct 2023, 10:04 |
| Q2 2023 | 40 | $120,326,959 | +$18,426,663 | -$271,441,846 | -$253,015,183 | RDVY, SPY, FVD, PKW, IJR | 13F-HR | 27 Jul 2023, 11:05 |
| Q1 2023 | 248 | $366,030,840 | +$185,299,987 | -$34,914,654 | +$150,385,333 | WMT, RDVY, JBHT, FVD, SPY | 13F-HR | 10 May 2023, 16:55 |
| Q4 2022 | 58 | $209,291,762 | +$53,748,842 | -$48,039,490 | +$5,709,352 | RDVY, FVD, PKW, ACWV, VTV | 13F-HR | 09 Feb 2023, 16:23 |
| Q3 2022 | 52 | $188,514,000 | +$8,993,319 | -$8,433,358 | +$559,961 | RDVY, FVD, PKW, ACWV, VTV | 13F-HR | 14 Nov 2022, 13:17 |
| Q2 2022 | 52 | $198,945,000 | +$2,560,930 | -$2,421,281 | +$139,649 | FVD, RDVY, PKW, ACWV, VTV | 13F-HR | 12 Aug 2022, 13:37 |
| Q1 2022 | 51 | $232,753,000 | +$109,714,957 | -$114,746,920 | -$5,031,963 | FVD, RDVY, PKW, FEP, ACWV | 13F-HR | 16 May 2022, 13:52 |
| Q4 2021 | 41 | $242,251,000 | +$15,388,869 | -$11,285,506 | +$4,103,363 | RDVY, FVD, FJUN, VO, IEFA | 13F-HR | 14 Feb 2022, 09:34 |
| Q3 2021 | 43 | $101,472,000 | $0 | $0 | $0 | FJUN, MMLG, IEFA, HDMV, FPXI | 13F-HR | 15 Nov 2021, 17:13 |
| Q2 2021 | 24 | $185,593,000 | +$60,356,649 | -$123,121,273 | -$62,764,624 | FVD, FJUN, IEFA, XSOE, VO | 13F-HR | 13 Aug 2021, 16:51 |
| Q1 2021 | 83 | $241,941,000 | +$8,498,426 | -$9,946,426 | -$1,448,000 | VO, FVD, FPX, FJUN, SPEM | 13F-HR | 14 May 2021, 16:06 |
| Q4 2020 | 90 | $233,425,000 | $0 | $0 | $0 | VO, FVD, FPX, FJUN, SPEM | 13F-HR | 16 Feb 2021, 13:13 |